Cutler Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cutler Group’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,000	Closed	-$2K	–	3930
2023 Q3	$2K	Sell	3,000 -6,000	-67%	-$305K	﹤0.01%	3271
2023 Q2	$2K	Buy	+9,000	New	+$455K	﹤0.01%	3036
2021 Q4	–	Sell	-3,000	Closed	-$3K	–	5683
2021 Q3	$3K	Buy	3,000 +1,500	+100%	+$80K	﹤0.01%	4816
2021 Q2	$1K	Buy	+1,500	New	+$79.2K	﹤0.01%	5308
2020 Q4	–	Sell	-2,000	Closed	-$2K	–	5105
2020 Q3	$2K	Hold	2,000	–	–	﹤0.01%	4048
2020 Q2	$5K	Sell	2,000 -2,500	-56%	-$94.2K	﹤0.01%	3307
2020 Q1	$20K	Sell	4,500 -7,500	-63%	-$284K	﹤0.01%	2306
2019 Q4	$2K	Buy	12,000 +1,500	+14%	+$55.1K	﹤0.01%	3446
2019 Q3	$15K	Buy	10,500 +7,500	+250%	+$258K	﹤0.01%	2365
2019 Q2	$1K	Sell	3,000 -500	-14%	-$16.6K	﹤0.01%	3866
2019 Q1	$4K	Sell	3,500 -33,500	-91%	-$1.17M	﹤0.01%	3047
2018 Q4	$174K	Buy	+37,000	New	+$1.4M	0.02%	712

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Cutler Group's IHF Position: Q1 2024 in Review

Cutler Group sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2024, closing a stake of 500 shares — an estimated $26K sold.

Cutler Group first reported a position in IHF in Q2 2019 and held it in 7 quarters. The position peaked at $171K in Q2 2019. 214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

Cutler Group reported no remaining iShares US Healthcare Providers ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 500 iShares US Healthcare Providers ETF shares in Q1 2024, an estimated $26K.
Cutler Group first reported a position in iShares US Healthcare Providers ETF in Q2 2019 and held it in 7 quarters.
Cutler Group's iShares US Healthcare Providers ETF position peaked at $171K in Q2 2019.
214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.